PCM
UNH icon

Prelude Capital Management’s UnitedHealth UNH Stock Holding History

Prelude Capital Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,711
Closed -$895K – 1604
2025
Q4 		$895K Buy
+2,711
New +$919K 0.07% 346
2025
Q3 		– Sell
-2,906
Closed -$907K – 1395
2025
Q2 		$907K Sell
2,906
-551
-16% -$211K 0.09% 282
2025
Q1 		$1.81M Buy
+3,457
New +$1.77M 0.14% 165
2024
Q4 		– Sell
-3,373
Closed -$1.97M – 1575
2024
Q3 		$1.97M Sell
3,373
-1,846
-35% -$1.04M 0.12% 229
2024
Q2 		$2.66M Buy
5,219
+1,889
+57% +$926K 0.18% 148
2024
Q1 		$1.65M Buy
3,330
+2,829
+565% +$1.44M 0.09% 283
2023
Q4 		$264K Buy
+501
New +$267K 0.02% 799
2023
Q3 		– Sell
-608
Closed -$299K – 1356
2023
Q2 		$292K Buy
608
+7
+1% +$3.42K 0.02% 658
2023
Q1 		$284K Sell
601
-943
-61% -$455K 0.02% 666
2022
Q4 		$819K Sell
1,544
-2,145
-58% -$1.14M 0.04% 423
2022
Q3 		$1.86M Buy
+3,689
New +$1.94M 0.07% 254
2022
Q2 		– Sell
-1,620
Closed -$814K – 2069
2022
Q1 		$826K Buy
+1,620
New +$781K 0.02% 662
2021
Q4 		– Sell
-6,072
Closed -$2.75M – 2264
2021
Q3 		$2.37M Buy
6,072
+4,250
+233% +$1.76M 0.06% 255
2021
Q2 		$730K Buy
+1,822
New +$727K 0.02% 765
2020
Q4 		– Sell
-1,064
Closed -$332K – 2022
2020
Q3 		$332K Sell
1,064
-1,209
-53% -$371K 0.02% 529
2020
Q2 		$670K Buy
+2,273
New +$651K 0.04% 405
2019
Q1 		– Sell
-273
Closed -$68K – 2200
2018
Q4 		$68K Sell
273
-7,587
-97% -$2M ﹤0.01% 1044
2018
Q3 		$2.09M Sell
7,860
-3,304
-30% -$859K 0.12% 181
2018
Q2 		$2.74M Sell
11,164
-960
-8% -$231K 0.17% 94
2018
Q1 		$2.6M Sell
12,124
-3,882
-24% -$887K 0.19% 85
2017
Q4 		$3.53M Sell
16,006
-1,025
-6% -$217K 0.28% 68
2017
Q3 		$3.34M Sell
17,031
-900
-5% -$174K 0.3% 72
2017
Q2 		$3.33M Sell
17,931
-5,131
-22% -$900K 0.31% 63
2017
Q1 		$3.78M Buy
23,062
+5,674
+33% +$929K 0.36% 49
2016
Q4 		$2.78M Sell
17,388
-14,892
-46% -$2.22M 0.34% 80
2016
Q3 		$4.52M Buy
32,280
+17,117
+113% +$2.4M 0.47% 22
2016
Q2 		$2.14M Sell
15,163
-13,961
-48% -$1.86M 0.3% 81
2016
Q1 		$3.75M Buy
29,124
+21,884
+302% +$2.59M 0.52% 23
2015
Q4 		$852K Sell
7,240
-160
-2% -$18.7K 0.13% 181
2015
Q3 		$858K Sell
7,400
-5,018
-40% -$601K 0.12% 196
2015
Q2 		$1.51M Sell
12,418
-424
-3% -$50.2K 0.21% 125
2015
Q1 		$1.52M Buy
12,842
+4,060
+46% +$451K 0.21% 115
2014
Q4 		$888K Buy
8,782
+4,542
+107% +$430K 0.13% 175
2014
Q3 		$366K Sell
4,240
-5,440
-56% -$460K 0.05% 490
2014
Q2 		$791K Sell
9,680
-2,232
-19% -$176K 0.1% 234
2014
Q1 		$977K Sell
11,912
-16,567
-58% -$1.25M 0.13% 190
2013
Q4 		$2.14M Buy
28,479
+21,609
+315% +$1.55M 0.35% 40
2013
Q3 		$492K Hold
6,870
– – 0.08% 296
2013
Q2 		$450K Buy
+6,870
New +$427K 0.1% 276

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prelude Capital Management's UNH Position: Q1 2026 in Review

Prelude Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,711 shares — an estimated $895K sold.

Prelude Capital Management first reported a position in UNH in Q2 2013 and held it in 39 quarters. The position peaked at $4.52M in Q3 2016. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Prelude Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 2,711 UnitedHealth shares in Q1 2026, an estimated $895K.
  • Prelude Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 39 quarters.
  • Prelude Capital Management's UnitedHealth position peaked at $4.52M in Q3 2016.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.